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Strategic Planning Inc’s Chipotle Mexican Grill CMG Stock Holding History

Strategic Planning Inc’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-77,606
Closed -$2.87M – 56
2025
Q4 		$2.87M Sell
77,606
-4,750
-6% -$172K 1.55% 21
2025
Q3 		$3.23M Sell
82,356
-816
-1% -$36.7K 1.87% 19
2025
Q2 		$4.67M Sell
83,172
-1,247
-1% -$63.4K 2.8% 12
2025
Q1 		$4.24M Buy
+84,419
New +$4.59M 2.39% 16

Other funds holding CMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Planning Inc's CMG Position: Q1 2026 in Review

Strategic Planning Inc sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 77,606 shares — an estimated $2.87M sold.

Strategic Planning Inc first reported a position in CMG in Q1 2025 and held it in 4 quarters. The position peaked at $4.67M in Q2 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Strategic Planning Inc reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
  • Strategic Planning Inc sold 77,606 Chipotle Mexican Grill shares in Q1 2026, an estimated $2.87M.
  • Strategic Planning Inc first reported a position in Chipotle Mexican Grill in Q1 2025 and held it in 4 quarters.
  • Strategic Planning Inc's Chipotle Mexican Grill position peaked at $4.67M in Q2 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.